AI operations & policy-lifecycle automation.
Inaza automates the policy lifecycle end to end — endorsements, renewals, certificates and back-office work — turning documents and email into structured workflows your team controls.
- Scope
- Whole lifecycle
- Templates
- 250+
- Systems
- Read & write
The back office runs on email and spreadsheets.
When endorsements, renewals and certificates live in inboxes and spreadsheets, every step is rekeyed — and nothing leaves an audit trail.
- Manual back office
Endorsements, renewals and certificates move on email and spreadsheets, eating time and inviting error.
- System silos
Policy admin, CRM, email and documents don’t talk, so data is rekeyed at every step.
- Renewal leakage
Slow, manual renewals let premium and retention slip.
- No audit trail
When work happens in inboxes, there’s no consistent record of who did what, or why.
The whole lifecycle, on the three moves.
The same platform that runs every Inaza solution captures the documents, runs the lifecycle, and keeps one audited source of truth.
- 01 · Ingest
Every document, every system
Email, upload, API, MCP and your core systems — Inaza captures policy documents and requests and normalises them into structured records.
- 02 · Automate
Agents run the lifecycle
Editable agents process endorsements, renewals and certificates end to end — extract, enrich, call your systems and review against your rules.
- 03 · Explore
One source of truth
Every policy and action lands in one queryable warehouse — dashboards, benchmarks and forecasting across the portfolio, fully audited.
Automate any operations workflow in 15 minutes.
Start from 250+ workflow templates, map your rules once, and go live. No bespoke build, no months-long implementation.
- 01Pick a template
- 02Map your rules
- 03Connect your systems
- 04Go live
The policy lifecycle, automated end to end.
01
Document intake automation
Policy documents, endorsements and certificates ingested and structured instantly.
02
Policy-lifecycle workflows
Endorsements, renewals and cancellations run end to end on editable agents.
03
System orchestration
Connectors read and write across policy admin, CRM and email — no rekeying.
04
Data enrichment & validation
100+ enrichment APIs validate and complete records as they enter.
05
Renewal automation
Renewals prepared and prioritised automatically to protect premium and retention.
06
Full auditability
Every action logged with 200+ recorded reasons for a complete trail.
Built on platform depth, not bespoke work.
- 0+
Workflow templates out of the box
- 0+
Enrichment APIs
- 0+
Data fields captured per record
- 0+
Recorded decision reasons
- Reads & writes across your core systems
- Your team owns the logic — no bespoke build
- Region pinning US · EU
Policy-lifecycle automation, answered.
What is policy-lifecycle automation?+
It is the automation of the work that surrounds a policy after it binds — endorsements, renewals, certificates, cancellations and the back-office tasks between them. Inaza turns the documents and email that drive those tasks into structured workflows.
Does it write back into our core system?+
Yes. Inaza reads from and writes to your core systems through pre-built connectors, so the policy admin platform stays the system of record. There is no bespoke integration for your team to maintain.
Do we have to build the workflows ourselves?+
No. 250+ workflow templates ship out of the box, and 100+ enrichment APIs are available to any of them. You start from a template and edit it — your team owns the logic from day one.
How does it keep data clean?+
Every record is validated and enriched on the way in, capturing 500+ data fields. Missing or contradictory values trigger an automatic follow-up rather than a silent default.
Is the work auditable?+
Every record carries 200+ recorded decision reasons, so any endorsement or renewal decision traces back to the rule that produced it. Region pinning covers the US and EU.
Automate one operations workflow this week.
Structured PoC in 4 weeks — no onboarding cost. Your team keeps control of every rule.